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Private Wealth Research & Insights

Posts by

Emery Blackwelder

Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.

The Top 10 Endowments - Powered by FINTRX

Endowments--entities purpose-built to provide steady streams of revenue for nonprofit institutions--serve as powerhouse LPs in the investment world, consistently funneling capital into various equities and alternatives in order to fulfill their...

FINTRX Launches Personalized Data Suite to Enhance the Way Firms Recruit Advisors

FINTRX, the leading wealth management data provider to the financial services industry, is excited to announce the launch of its Personalized Rep Data Suite. This new offering introduces 1.6 million additional personalized data points on independent...

What's New at FINTRX | July 2024

Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate, and enhance the...

FINTRX Introduces Detailed ETF Metrics for Enhanced Advisor Insights

In an effort to provide the most expansive and comprehensive data coverage of the investment advisor landscape, FINTRX is proud to offer best-in-class data on ETFs and equity portfolios within our industry-leading RIA & Broker Dealer...

FINTRX Launches Relationship Path for iOS Mobile App

FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close...

FINTRX Industry Spotlight: Women-Led Independent RIAs

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...

What's New at FINTRX | May 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...

What's New at FINTRX | April 2024

Explore the latest product developments and happenings at FINTRX, the leading family office & investment advisor data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate and enhance the...

What's New at FINTRX | March 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...

FINTRX Private Wealth Data Report, Q1 2024

FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...